Retirement Assessment Calculator
How much do you need to retire?
Scroll to read FAQs
Hypothetical illustration. For educational purposes only. This tool produces estimates based on the assumptions you see above, which you can change and which may not reflect your actual experience. It is not a prediction or guarantee of any result, not a recommendation, and not individualized financial, tax, or investment advice. Investing involves risk, including possible loss of principal. Figures do not account for taxes, fees, or changes in your circumstances. For guidance specific to your situation, speak with a qualified professional.
Frequently Asked Questions
We use a software called GuideMe that creates a full financial snapshot showing your assets, net worth, liabilities, and goals.
I'll also ask what matters most to you and what you want to accomplish.
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Things like retiring early and staying retired, investing so you can use it for other opportunities like business or family, and making sure you leave a good inheritance.
You get a copy of a comprehensive document showing exactly where you stand financially today.
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You also get a plan for how to reach what you told me you want.
It's for business owners and highly compensated professionals who want to know their numbers.
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People who want ideas that could help them pay less in tax.
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And people who believe in investing in their future, usually by putting money away to save and invest.
Comprehensive financial planning is free.
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For the ongoing planning and review, it's a flat fee of $3,000.
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That covers continued financial advice and semi-annual progress reviews to keep your plan on track toward your goals.
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Assets under management and life insurance are separate, optional services.